Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2021 • EIN 23-7371454

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 15, 2022

PO Box 1029Newberg, OR 97132

(503) 590-8956

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

3rd percentile

-89%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

54th percentile

12%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

34%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$707,786

Up $74,726 (+12%) from 2020

Net Assets

Up

$707,786

Up $74,726 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$69,906

Up $17,573 (+34%) from 2020

Expenses

Down

$132,051

Down $3,449 (-2.5%) from 2020

Net Income

Up

-$62,145

Up $21,022 (+25%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0-$200KAssets 2015: $751,553Liabilities 2015: -$3,624Net Assets 2015: $755,1772015Assets 2016: $717,562Liabilities 2016: -$2,374Net Assets 2016: $719,9362016Assets 2017: $735,413Liabilities 2017: -$2,874Net Assets 2017: $738,2872017Assets 2018: $666,376Liabilities 2018: -$1,749Net Assets 2018: $668,1252018Assets 2019: $662,519Liabilities 2019: -$1,749Net Assets 2019: $664,2682019Assets 2020: $633,060Liabilities 2020: $0Net Assets 2020: $633,0602020Assets 2021: $707,786Liabilities 2021: $0Net Assets 2021: $707,7862021Assets 2022: $515,151Liabilities 2022: $2,644Net Assets 2022: $512,5072022Assets 2023: $578,036Liabilities 2023: $0Net Assets 2023: $578,0362023Assets 2024: $625,438Liabilities 2024: $0Net Assets 2024: $625,4382024Assets 2025: $739,818Liabilities 2025: $0Net Assets 2025: $739,8182025

Highlighted filing

2021

Assets$707,786
Liabilities$0
Net Assets$707,786

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2015: $355,787Expenses 2015: $225,040Net Income 2015: $130,7472015Revenue 2016: $200,749Expenses 2016: $238,215Net Income 2016: -$37,4662016Revenue 2017: $199,870Expenses 2017: $233,526Net Income 2017: -$33,6562017Revenue 2018: $137,957Expenses 2018: $257,590Net Income 2018: -$119,6332018Revenue 2019: $197,062Expenses 2019: $223,928Net Income 2019: -$26,8662019Revenue 2020: $52,333Expenses 2020: $135,500Net Income 2020: -$83,1672020Revenue 2021: $69,906Expenses 2021: $132,051Net Income 2021: -$62,1452021Revenue 2022: $82,423Expenses 2022: $101,463Net Income 2022: -$19,0402022Revenue 2023: $179,252Expenses 2023: $142,240Net Income 2023: $37,0122023Revenue 2024: $178,131Expenses 2024: $288,125Net Income 2024: -$109,9942024Revenue 2025: $221,331Expenses 2025: $157,267Net Income 2025: $64,0642025

Highlighted filing

2021

Revenue$69,906
Expenses$132,051
Net Income-$62,145
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 15, 2022
Return Version
2020v4.0
Gross Receipts
$97,934
Mission and Program Overview

Mission

The newberg rotary foundation's primary purpose is to support the efforts of rotary international to achieve world understanding and peace through international humanitarian, educational, and cultural exchange programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$579,157$656,282▲ $77,125
Cash and Non-Interest-Bearing Accounts$15,094$27,109▲ $12,015
Savings and Temporary Cash Investments$38,809$21,868▼ $16,941
Pledges and Grants Receivable-$2,527-
Total Assets$633,060$707,786▲ $74,726
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$579,156$656,282▲ $77,126
Net Assets Without Donor Restrictions$53,904$51,504▼ $2,400
Total Net Assets Fund Balance$633,060$707,786▲ $74,726
Total Liabilities and Net Assets / Fund Balance$633,060$707,786▲ $74,726

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$579,156-▲ $158,174-$656,282
2019$593,134-▲ $64,017-$579,156
2018$600,901-▲ $62,259-$593,134
2017$598,178-▲ $62,723-$600,901
2016$599,978-▲ $84,200-$598,178
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jack SumnerPresident
Dr Joe MorelockDirector
Leona ToddDirector
Jeff LaneSecretary
Auggie GonzalesTreasurer
Bob FickerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$27,774
Program Service Revenue
$0
Investment Income
$21,325
Other Revenue
$20,807
All Other Contributions
$27,774
Change in Net Assets
$-62,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,743
Other Expenses$9,308
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$49,833--$49,833
Grants to Domestic Orgs$38,360--$38,360
Foreign Grants$34,550--$34,550
Fees for Service Investment Mgmnt Fees-$6,045-$6,045
Fees for Services Accounting-$3,263-$3,263
Total Functional Expenses$122,743$9,308$0$132,051
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yamhill Enrichment SocietyMcminnville, OR-Youth Music Program$10,000
Newberg School DistrictNewberg, OR-Resource Rooms$7,500
Newberg Rotary ClubNewberg, OR-Mural/resource$5,750
Newberg Rotary Early BirdsNewberg, OR-Exchange Program$5,490

International Summary

Spending
$34,550

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaProgram ServiceCovid Disaster Assis--$22,000
South AsiaProgram ServiceWomens Relief--$4,000
Central America & the CaribbeanProgram ServiceVillage Improvement--$3,000
Sub-sarahan AfricaProgram ServiceCovid Disaster Assis--$2,800
Middle East & North AfricaProgram ServicePeace Monitoring--$1,750
East Asia & the PacificProgram ServiceHygiene Programs--$1,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,835
Fundraising Direct Expenses$28,028
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$48,835$48,835$25,784$23,051
Total Events$48,835$48,835$28,028$20,807
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The draft from 990 is provided to and reviewed by the board prior to submission.

Form 990, Page 6, Part VI, Line 12C

Each director, principal officer and member of a committee with board delegated powers shall annually sign a statement which declares they have received the conflict of interest statement and whether such person has an actual or potential conflict of interest. The board regularly and consistently monitors and enforces compliance with the policy.

Form 990, Page 6, Part VI, Line 19

Financial statements and governing documents are furnished upon reasonable request. The organization's documents are also available online through guidestar.

Filing and Contact Details

Filer

Filer Name
Newberg Rotary Foundation
EIN
23-7371454
Phone
5035908956
Address
PO BOX 1029, NEWBERG, OR 97132

Signing Officer

Name
Auggie Gonzales
Title
Treasurer
Phone
5035385023
Signed
2022-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Auggie Gonzales
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
56

Preparer

Firm
Want & Emery Cpas
Address
PO BOX 1029, NEWBERG, OR 97132-8029
Preparer
Deanne Platter
Phone
5035385023
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The newberg rotary foundation's primary purpose is to support the efforts of rotary international to achieve world understanding and peace through international humanitarian, educational, and cultural exchange programs.

Form 990, Page 2, Part III, Line 4D

International projects involving youth, including hosting an international exchange student and guatamala relief

Raw XML AppendixShowing 400 of 431 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE NEWBERG ROTARY FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT THE EFFORTS OF ROTARY INTERNATIONAL TO ACHIEVE WORLD UNDERSTANDING AND PEACE THROUGH INTERNATIONAL HUMANITARIAN, EDUCATIONAL, AND CULTURAL EXCHANGE PROGRAMS.
IRS990/AllOtherContributionsAmt027774
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0AUGGIE GONZALES
IRS990/BooksInCareOfDetail/PhoneNum05035908956
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014746 SW GRANDVIEW
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 1029
IRS990/BooksInCareOfDetail/USAddress/CityNm0TIGARD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097224
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015094
IRS990/CashNonInterestBearingGrp/EOYAmt027109
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt027774
IRS990/CYGrantsAndSimilarPaidAmt0122743
IRS990/CYInvestmentIncomeAmt021325
IRS990/CYOtherExpensesAmt09308
IRS990/CYOtherRevenueAmt020807
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-62145
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0132051
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt069906
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE SCHOLARSHIPS FOR AREA YOUTH WHO ARE BEGINNING FRESHMAN YEAR OF COLLEGE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0579156
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0656282
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt049833
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03263
IRS990/FeesForServicesAccountingGrp/TotalAmt03263
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06045
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06045
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt034550
IRS990/ForeignGrantsGrp/TotalAmt034550
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB FICKER
IRS990/Form990PartVIISectionAGrp/PersonNm1AUGGIE GONZALES
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF LANE
IRS990/Form990PartVIISectionAGrp/PersonNm3DR JOE MORELOCK
IRS990/Form990PartVIISectionAGrp/PersonNm4JACK SUMNER
IRS990/Form990PartVIISectionAGrp/PersonNm5LEONA TODD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt028028
IRS990/FundraisingGrossIncomeAmt048835
IRS990/GainOrLossGrp/OtherAmt07664
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt049833
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt049833
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt049833
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt038360
IRS990/GrantsToDomesticOrgsGrp/TotalAmt038360
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt07664
IRS990/GrossReceiptsAmt097934
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013661
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013661
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0579157
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0656282
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE NEWBERG ROTARY FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT THE EFFORTS OF ROTARY INTERNATIONAL TO ACHIEVE WORLD UNDERSTANDING AND PEACE THROUGH INTERNATIONAL HUMANITARIAN, EDUCATIONAL, AND CULTURAL EXCHANGE PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt0633060
IRS990/NetAssetsOrFundBalancesEOYAmt0707786
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt07664
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07664
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020807
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020807
IRS990/NetUnrlzdGainsLossesInvstAmt0136871
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt053904
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt051504
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02527
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0AUGGIE GONZALES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FUNDS TO AREA YOUTH SERVICES INCLUDING A FAMILY PLACE, KIDS RECREATIONAL PROGRAMS, BOY AND GIRL SCOUTS, ROYAL FAMILY KIDS CAMP AND LIBRARY SERVICES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028610
IRS990/ProgSrvcAccomActy2Grp/GrantAmt028610
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE FUNDS TO AREA EDUCATIONAL AND WELFARE SERVICES INCLUDING THE NEWBERG BOOSTER CLUB, SUMMER EDUCATIONAL ENRICHMENT AND SCHOOL NEEDS PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09750
IRS990/ProgSrvcAccomActy3Grp/GrantAmt09750
IRS990/ProgSrvcAccomActyOtherGrp/Desc0INTERNATIONAL PROJECTS INVOLVING YOUTH, INCLUDING HOSTING AN INTERNATIONAL EXCHANGE STUDENT AND GUATAMALA RELIEF
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt034550
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt034550
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt043948
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0124599
IRS990/PYInvestmentIncomeAmt012122
IRS990/PYOtherExpensesAmt010901
IRS990/PYOtherRevenueAmt0-3737
IRS990/PYRevenuesLessExpensesAmt0-83167
IRS990/PYTotalExpensesAmt0135500
IRS990/PYTotalRevenueAmt052333
IRS990/ReconcilationRevenueExpnssAmt0-62145
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038809
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021868
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930747935
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEWBERG ROTARY CLUB
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0NEWBERG ROTARY CLUB
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt011250
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-6048
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0579156
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0656282
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-75000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158174
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0593134
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0579156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt064017
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0600901
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0593134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062259
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0598178
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0600901
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062723
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0599978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0598178
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084200
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt03000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt14000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt22800
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt322000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt41000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt51750
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA & THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2SUB-SARAHAN AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4EAST ASIA & THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5MIDDLE EAST & NORTH AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0VILLAGE IMPROVEMENT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1WOMENS RELIEF
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2COVID DISASTER ASSIS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3COVID DISASTER ASSIS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4HYGIENE PROGRAMS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt5PEACE MONITORING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3PROGRAM SERVICE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4PROGRAM SERVICE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5PROGRAM SERVICE
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt022000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0COVID-DISASTER RELEF
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt034550
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0CENTRAL AMERICA & THE CARIBBEAN 3,000 0 SOUTH ASIA 4,000 0 SUB-SARAHAN AFRICA 2,800 0 SOUTH ASIA 22,000 0 EAST ASIA & THE PACIFIC 1,000 0 MIDDLE EAST & NORTH AFRICA 1,750 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalSpentAmt034550
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028028
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02244
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02244
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048835
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020807
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025784
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049833
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt036
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt25490
IRS990ScheduleI/RecipientTable/CashGrantAmt35750
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH MUSIC PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESOURCE ROOMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EXCHANGE PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3MURAL/RESOURCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YAMHILL ENRICHMENT SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEWBERG SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NEWBERG ROTARY EARLY BIRDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NEWBERG ROTARY CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0274846178
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0638 NE 5TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1714 E 6TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2415 E SHERIDAN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 703
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MCMINNVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097128
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197132
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297132
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd397132
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NEWBERG ROTARY FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT THE EFFORTS OF ROTARY INTERNATIONAL TO ACHIEVE WORLD UNDERSTANDING AND PEACE THROUGH INTERNATIONAL HUMANITARIAN, EDUCATIONAL, AND CULTURAL EXCHANGE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL PROJECTS INVOLVING YOUTH, INCLUDING HOSTING AN INTERNATIONAL EXCHANGE STUDENT AND GUATAMALA RELIEF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DRAFT FROM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES THEY HAVE RECEIVED THE CONFLICT OF INTEREST STATEMENT AND WHETHER SUCH PERSON HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE BOARD REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE FURNISHED UPON REASONABLE REQUEST. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ONLINE THROUGH GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0633060
IRS990/TotalAssetsEOYAmt0707786
IRS990/TotalAssetsGrp/BOYAmt0633060
IRS990/TotalAssetsGrp/EOYAmt0707786
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027774
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122743
IRS990/TotalFunctionalExpensesGrp/TotalAmt0132051
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0633060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0707786
IRS990/TotalOtherProgSrvcExpenseAmt034550
IRS990/TotalOtherProgSrvcGrantAmt034550
IRS990/TotalProgramServiceExpensesAmt0122743
IRS990/TotalRevenueGrp/ExclusionAmt034468
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07664
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069906
IRS990/TotalVolunteersCnt056
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0633060
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0707786
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02880 HAYES STREET
IRS990/USAddress/CityNm0NEWBERG
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097132
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings